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BSL

Blackstone Senior Floating Rate 2027 Term Fund
BSL

43 hedge funds and large institutions have $50.8M invested in Blackstone Senior Floating Rate 2027 Term Fund in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

2.9% less ownership

Funds ownership: 30.53% → 27.62% (-2.9%)

9% less funds holding

Funds holding: 47 → 43 (-4)

11% less capital invested

Capital invested by funds: $57M → $50.8M (-$6.18M)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
43
Holders Change
-4
Holders Change %
-8.51%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
19
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VIA
Virtus Investment Advisers
Connecticut
+$873K
2
Invesco
Invesco
Georgia
+$768K
3
SFS
Shaker Financial Services
Virginia
+$386K
4
LIM
Leavell Investment Management
Alabama
+$343K
5
EFG
Ethos Financial Group
Pennsylvania
+$162K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.67M
2
GC
Guggenheim Capital
Illinois
-$1.39M
3
JRCM
Jones Road Capital Management
New York
-$1.16M
4
RCM
Rivernorth Capital Management
Florida
-$680K
5
VEA
Virtus ETF Advisers
New York
-$665K
Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
26
Chicago Partners Investment Group
Illinois
$270K +$6.28K +440 +2%
Osaic Holdings
27
Osaic Holdings
Arizona
$265K +$66.4K +4,650 +33%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$251K – – –
JIP
29
Jaffetilchin Investment Partners
Florida
$246K -$54.5K -3,815 -18%
UFA
30
Uptown Financial Advisors
Texas
$245K +$49.7K +3,480 +25%
WS
31
Wedbush Securities
California
$228K -$8.57K -600 -4%
CIA
32
Capital Investment Advisors
Georgia
$215K – – –
NAM
33
NTV Asset Management
West Virginia
$179K – – –
DAS
34
Dynamic Advisor Solutions
Arizona
$172K +$129 +9 +0.1%
EFG
35
Ethos Financial Group
Pennsylvania
$160K +$162K +11,338 New
JSW
36
Journey Strategic Wealth
New Jersey
$143K – – –
Wells Fargo
37
Wells Fargo
California
$119K +$52.2K +3,652 +77%
PFPT
38
Pinnacle Financial Partners (Tennessee)
Tennessee
$114K – – –
SWM
39
Spire Wealth Management
Virginia
$76.9K +$2.24K +157 +3%
BlackRock
40
BlackRock
New York
$35.5K -$4.57K -320 -11%
HI
41
Harbour Investments
Wisconsin
$4.24K – – –
S
42
SignatureFD
Georgia
$371 -$165K -11,535 -100%
N
43
Natixis
France
$14 – – –
JRCM
44
Jones Road Capital Management
New York
– -$1.16M -80,903 Closed
VEA
45
Virtus ETF Advisers
New York
– -$665K -46,387 Closed
CBA
46
Coastal Bridge Advisors
Connecticut
– -$626K -43,672 Closed
Millennium Management
47
Millennium Management
New York
– -$235K -16,394 Closed
SWP
48
Stratos Wealth Partners
Ohio
– -$164K -11,419 Closed
NWMP
49
Noble Wealth Management PBC
Colorado
– -$59.4K -4,142 Closed
1
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BSL Hedge Fund Activity: Q1 2025 in Review

43 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Blackstone Senior Floating Rate 2027 Term Fund (BSL) for Q1 2025, worth a combined $50.8M — down 11% from $57M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BSL and 2 opened new positions — a net loss of 4 holders — while 14 trimmed existing stakes and 19 added.

The largest buyer was Virtus Investment Advisers, opening a new position worth an estimated $873K. The largest seller was Morgan Stanley, cutting an estimated $2.67M.

  • 43 institutional investors held Blackstone Senior Floating Rate 2027 Term Fund (BSL) as of Q1 2025, down from 47 in Q4 2024.
  • Funds reported $50.8M of Blackstone Senior Floating Rate 2027 Term Fund stock for Q1 2025, down 11% quarter-over-quarter.
  • 2 funds opened new Blackstone Senior Floating Rate 2027 Term Fund positions in Q1 2025 and 6 closed out, a net change of -4 holders.
  • The largest Blackstone Senior Floating Rate 2027 Term Fund buyer in Q1 2025 was Virtus Investment Advisers, an estimated $873K added.
  • The largest Blackstone Senior Floating Rate 2027 Term Fund seller in Q1 2025 was Morgan Stanley, an estimated $2.67M sold.

Based on aggregated 13F filings for Q1 2025.